Financial Friend, LLC helps people focus on what’s important in their daily lives by providing a variety of services to individuals and entrepreneurs. You remain in complete control and choose your level of involvement.
Our services include:
Daily Money Management – Dealing with day-to-day financial affairs can become overwhelming. Let Financial Friend, LLC help alleviate some of the pressures you face by providing sound, trusted daily money management for you.
Paperwork Organization – We can sort records, set up filing systems, prepare paperwork for accountants and attorneys, or serve as an advocate on your behalf.
Budgeting – Financial Friend, LLC can help you stay on track with your finances by analyzing your expenses, setting up a budget, monitoring your spending and recommending simple things you can do to day-to-day during these tough economic times.
Estate Administration – We can provide support services to individuals or attorneys that are appointed as executor of an estate. This service is beneficial if your family does not live close by, or there are no living relatives.
Small Business Services – Financial Friend, LLC is here to help with daily bookkeeping activities, budgeting services or virtual assistance for small business owners. This allows entrepreneurs to focus on managing and growing the business.
All services are customized and personalized to your unique situation. Whether it is a one-time project or on-going, Financial Friend, LLC is flexible and can meet the specific needs of our clients.